How big is Benefit Plans Plus, LLC's plan?

Benefit Plans Plus, LLC's plan reported $7.5M in assets and 50 participants for 2024.

Original filing (PDF)20251002165648NAL0001133648001

Benefit Plans Plus, LLC

Name: Benefit Plans Plus, LLC — Gratitude With an Attitude, Form 5500 (2024)
Creator: Benefit Plans Plus, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Gratitude With an Attitude 401(k) Plan

401(k) retirement plan · Benefit Plans Plus, LLC's Gratitude With an Attitude 401(k) Plan held $7.5M in plan assets for 50 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.5M

Net assets (EOY)

$7.5M

People on this filing

Jason Oesterlei signed Benefit Plans Plus, LLC's 2024 Form 5500 as plan administrator.

Jason Oesterlei — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Benefit Plans Plus, LLC's EIN is 43-1829594.

EIN 43-1829594

Plan number 001

Plan year 2024

ACK ID 20251002165648NAL0001133648001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Benefit Plans Plus, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Benefit Plans Plus, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BENEFIT PLANS PLUS, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score